Daniel Levinson
As a CFP® professional, I employ a holistic approach to financial planning, helping savers of all demographics navigate the complex landscape of personal finance.
- Role
- Financial Planning Associate at Blue Bell Wealth Management
- Location
- Wayne, PA, US
- LinkedIn followers
- 500 followers
About Daniel Levinson
As a Financial Planning Associate with Blue Bell Private Wealth Management, I help…
Experience
Financial Planning Associate
Feb 2024 — Present · Blue Bell, PA, US
As a Financial Planning Associate with Blue Bell Private Wealth Management, I help clients achieve financial success through personalized investment strategies, comprehensive financial planning, and ongoing support designed to adapt to their evolving needs. I work closely with each client to understand their unique financial objectives and risk tolerance, crafting tailored plans that aim to maximize wealth and secure their financial future. Through a collaborative approach, I ensure our clients are well-informed and confident in their financial decisions, helping them navigate the complexities of investing and financial planning with ease. As a fee-only RIA and investment fiduciary, clients invest confidently, knowing that their needs are always put first and our goal is their success.Disclosures: https://bluebellpwm.com/disclosure/
Education
Franklin & Marshall College
Bachelor of Arts (B.A.), Mathematics
2008 — 2012
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